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Wealth Quarterback’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Wealth Quarterback’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4K Buy
76
+1
+1% +$49 ﹤0.01% 620
2021
Q2 		$4K Buy
+75
New +$3.39K ﹤0.01% 644
2020
Q2 		– Sell
-491
Closed -$12.6K – 417
2020
Q1 		$12.6K Sell
491
-7,075
-94% -$246K 0.01% 426
2019
Q4 		$19.6K Buy
+7,566
New +$284K 0.02% 361

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Quarterback's INDY Position: Q3 2021 in Review

Wealth Quarterback increased its iShares S&P India Nifty 50 Index Fund (INDY) stake by 1.3% in Q3 2021, buying an estimated $49 and bringing the position to 76 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Wealth Quarterback first reported a position in INDY in Q4 2019 and has held it in 4 quarters since. The position peaked at $19.6K in Q4 2019. 70 funds tracked by Wall St. Rank hold INDY as of Q3 2021.

  • Wealth Quarterback held 76 shares of iShares S&P India Nifty 50 Index Fund worth $4K as of Q3 2021.
  • Wealth Quarterback bought 1 iShares S&P India Nifty 50 Index Fund share in Q3 2021, an estimated $49.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #620 holding.
  • Wealth Quarterback first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares S&P India Nifty 50 Index Fund position peaked at $19.6K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.